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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (7897)11/23/1997 1:53:00 AM
From: shane forbes   of 25814
 
getgo: I agree with what you say. Did not know they were have been reporting "very large losses on this foreign debt". (BTW does this mean that they are say borrowing at 6% and returning only 2%? Compounded by currency issues?)

Good point about IMF restrictions. That's likely a crucial point. I replied to Addi 2 posts earlier that LSI will not be affected by this near term unless that area (including Japan) goes into a full blown recession and no one buys anything. I agree DRAM companies are affected to a larger degree.
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